Salesforce Updated Health-Cloud-Accredited-Professional Exam Questions and Answers by andy

In Salesforce Health Cloud's Intelligent Sales module, the Visit object is specifically designed to track field representatives' interactions, such as surgical case visits, with healthcare providers. Configuring this object enables MedTech companies to monitor and manage their sales activities effectively.

Understanding the Visit Object:

Purpose: The Visit object captures essential information about a sales representative's engagement at a healthcare facility, including details like the associated account, visit timings, status, and outcomes.

Key Fields:

AccountId: References the healthcare facility associated with the visit.

PlannedVisitStartTime / PlannedVisitEndTime: Denote the scheduled start and end times of the visit.

ActualVisitStartTime / ActualVisitEndTime: Record the actual start and end times when the visit occurs.

Status: Indicates the current state of the visit, such as Planned, InProgress, Completed, or Abandoned.

VisitorId: Identifies the sales representative conducting the visit.

Implementation Steps:

Configure the Visit Object:

Ensure that the Visit object is enabled and accessible within your Salesforce Health Cloud instance.

Customize the object as needed to align with your organization's specific tracking requirements.

Set Up Related Records:

Accounts: Create records for healthcare facilities where visits will occur.

Contacts: Add contacts for individuals at these facilities involved in the visits.

Schedule and Manage Visits:

Utilize the Visit object to plan and record details of surgical case visits.

Monitor visit statuses and outcomes to assess sales activities and effectiveness.

When preparing for the go-live of Bloomington Caregivers, it's essential to ensure that system users have the appropriate permissions to access Health Cloud functionalities. Salesforce utilizes permission set licenses to grant users access to specific features beyond their standard user licenses. In this context, two critical permission set licenses should be assigned:

Health Cloud Permission Set License:

Purpose: This license provides users with access to features delivered in the Health Cloud managed package. It enables functionalities that are integral to Health Cloud but not included in the core Salesforce platform.

Call center agents at Bloomington Caregivers require tools to streamline provider lookup and appointment scheduling for patients. Salesforce Health Cloud offers specific capabilities tailored to address these needs.

Purpose:Provider Search enables users to locate healthcare providers based on specific criteria such as location, specialty, and availability. This functionality is essential for call center agents who need to identify and select suitable providers for patients.

Features:

Search by provider name, specialty, location, or other attributes.

Filter and sort results to narrow down the provider list.

Integration with the Salesforce Health Cloud data model to access real-time provider information.

Implementation Steps:

Configure Provider Records: Ensure all providers are set up correctly within Salesforce, including their specialties, locations, and other attributes.

Enable Provider Search: Add the Provider Search component to the appropriate Lightning pages or record layouts.

Salesforce Health Cloud provides a robust data model for tracking insurance details and plans, aligning with healthcare industry standards. The specified objects—Payer, Plan Offering, Coverage Benefit, and Member Plan—allow the company to model insurance-related data effectively.

Key Objects:

Payer: Represents the payer organizations (insurance providers) offering health plans.

Plan Offering: Defines the various insurance plans offered by a payer organization.

Coverage Benefit: Details the benefits available under a specific plan, such as covered services and limitations.

Member Plan: Tracks individual patient enrollment details in a specific insurance plan, including policy numbers, start/end dates, and other specific data.

This combination of objects ensures all requirements are met:

Tracking payer organizations via the Payer object.

Managing plans offered by each payer through Plan Offering.

Defining standard benefits under a plan via Coverage Benefit.

Linking a patient to their specific plan and details through Member Plan.

Why Other Options Are Incorrect:

Option A, B, D: These combinations include objects like Purchaser or Plan Benefit, which are not standard objects for insurance tracking in Health Cloud. The provided data model specifically supports the objects in Option C.